William joined the practice in 2019 and provides leadership and oversight of all key business functions of the practice. William holds an undergraduate degree in Finance from Montana State University – Billings, a Master of Business Administration degree from the University of Montana, and professional certification in Business Valuation. William is a seasoned financial professional having more than 30 years of experience in investment management, financial planning, senior level commercial banking and credit management, as well as extensive management consulting and business valuation experience.